+37.4%
GILD vs CPB
-32.6%
+70.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.2% | +0.3% |
| 7D | +3.7% | -8.6% | +12.2% | +4.7% |
| 30D | +14.6% | -7.2% | +21.8% | +15.4% |
| 3M | +17.7% | +0.9% | +16.8% | +17.5% |
| 6M | +3.1% | -11.8% | +14.9% | +4.9% |
| YTD | +24.5% | -19.4% | +43.9% | +28.6% |
| 1Y | +37.4% | -30.4% | +67.8% | +46.4% |
| All | +37.4% | -32.6% | +70.0% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling